Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
ICI Viewpoints ICI Tax Day Event Highlights Bipartisan Effort to End “Phantom” Taxes on Middle Class Investors April 15, 2026
Image ICI Viewpoints ICI Tax Day Event Highlights Bipartisan Effort to End “Phantom” Taxes on Middle Class Investors April 15, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
Apr 22 ICI Webinar Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality Virtual● 3:00pm - 4:00pm (EDT)
Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
ICI Viewpoints ICI Tax Day Event Highlights Bipartisan Effort to End “Phantom” Taxes on Middle Class Investors April 15, 2026
Image ICI Viewpoints ICI Tax Day Event Highlights Bipartisan Effort to End “Phantom” Taxes on Middle Class Investors April 15, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
Apr 22 ICI Webinar Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality Virtual● 3:00pm - 4:00pm (EDT)
Breadcrumb HOME ICI RESEARCH PERSPECTIVE ICI Research Perspective Filter Results By Topics 12b-1 Fees 401(k) 401(k) Plan Asset Allocation 401(k) Plans 403(b) Plans 529 Plans Accounting and Audit Active and Index Investing Advertising Advisory Contract Approval Alternative Investment Funds America250 Anti-Money Laundering Antitrust Artificial Intelligence (AI) Asia Asia ESG Audit Committees Australia Bank Regulation BCP Board Leadership and Composition Bond Funds Bond Mutual Funds BrightScope/ICI DC Plan Profile Broker-Dealer Issues Business Continuity Canada Capital Markets Union China Clearance and Settlement Closed-End Funds Collective Investment Trusts Commodities Commodity Futures Trading Commission (CFTC) Common Ownership Theory Compensation/Remuneration Complex Assets Compliance Consistent Participation Corporate Bonds Corporate Governance Coverdell Education Savings Accounts COVID-19 CPO/CTA Cross-Border Issues Cyber Cybersecurity Defined Contribution Plan Participants Defined Contribution Plans Department of Labor Derivatives Digital Assets Directors and Fund Governance Disclosure Distribution Diversity and Inclusion Diversity, Equity, and Inclusion Diversity, Equity, and Inclusion ESG E-Delivery EBRI/ICI 401(k) Investor Database Employee Retirement Income Security Act (ERISA) Equity Funds Equity Investing ESG ESG Investing ETF Conference European Commission European Union European Union ESG Event Video Events Exchange-Traded Funds (ETFs) Explainer Video Fact Book FATCA Federal Reserve Fees and Expenses Fiduciary Issues Financial Markets Financial Services Legislation Financial Services Regulatory Reform Financial Stability Financial Technology Financial Transaction Tax Fixed Income Securities Fixed-Income Funds Focus on Funds Fraud Prevention Fund Accounting & Financial Reporting Fund Board Self-Assessments Fund Disclosure Fund Governance Fund Indemnification Fund Operations Fund Ownership Fund Regulation Fundamentals for Newer Directors Global Global ESG GMM Government Affairs GROWTH Act Hong Kong Households Saving for College ICI Education Foundation ICI Global ICI Global Research Perspective ICI Innovate ICI News ICI PAC ICI Research Perspective ICI Statistical Classification Definitions IDC Identity Theft Index Funds India Industry and Investor Statistics by State Industry Research Information Security Institutional Mutual Fund Shareholder Intermediary Oversight Internal Revenue Service (IRS) International International Competitiveness International Tax Issues Investment Advisers Investment Company Act of 1940 Investment Education Investment Management Conference Investor Research Investors IRA Investor Database IRAs Ireland Japan Leadership Summit Legal Entity Identifier Liability Protection Liquidity Litigation and Enforcement Long-Term Mutual Fund Asset Composition Long-Term Mutual Funds Lost Property and Escheatment Market Volatility MiFID, EMIR, AIFMD, UCITS V Minute with ICI Money Market Fund Assets Money Market Fund Portfolio Data Money Market Funds Monthly Mutual Fund Complex Assets Mortgage-Backed Securities Municipal Bonds Municipal Securities Mutual Fund Mutual Funds Mutual Funds 100 Open-End Funds Operations and Technology Oversight Pension Policy Research Portfolio Oversight Portfolio Securities Predictive Data Analytics Privacy Private Markets Proxy Voting Quarterly Mutual Fund Distributions Recordkeeping Red Flag Rules Regulated Funds Regulatory Activities Regulatory Agencies Research Fundamentals Retail Investment Strategy (RIS) Retirement Legislation Retirement Plan Participation Retirement Plans Retirement Policy Retirement Research Risk Management Risk Oversight Roth IRA Russia Savings Securities and Exchange Commission Securities Lending Service Providers Shareholder Shareholders' Use of Information Small Funds State Issues State-Run Retirement Plans Stats - XLS Sustainability Swing Pricing Switzerland Systemic Risk T+1 Target Date Funds Tax and Accounting Conference Tax Incentives Tax Information Reporting Tax Legislation Tax Reform Taxes Tech Summit Technology Trading Trading and Markets (International) Trading and Markets (US) Traditional IRA Transfer Agency Treasury Department Trends Data Files Trends in Mutual Fund Investing Trump Accounts UCITS Unit Investment Trusts (UITs) United Kingdom United States United States ESG US Households' Views on Retirement Savings US Taxation of Mutual Funds and Shareholders Valuation Variable Insurance Products Weekly Estimated Flow Reports Worldwide Release Publication Date Start Date End Date Displaying 1 - 10 of 300 Total Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026 Supplemental Info All data and visuals for this document are available for download. Image Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf) April 9, 2026 Supplemental Info All data and visuals for this document are available for download. Image Perspective Trends in the Expenses and Fees of Funds, 2025 (pdf) March 24, 2026 Supplemental Info All data and visuals for this document are available for download. Perspective Supplemental Tables: Trends in the Expenses and Fees of Funds, 2025 (xlsx) March 25, 2026 Image Perspective Ongoing Charges for UCITS in the European Union, 2024 December 16, 2025 Supplemental Info All data and visuals for this document are available for download. Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2024 (xlsx) December 16, 2025 Perspective Characteristics of Mutual Fund Investors, 2025 (pdf) November 11, 2025 Perspective Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx) November 11, 2025 Image Perspective Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf) November 11, 2025 Perspective Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx) November 11, 2025 Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next page Next Last page Last »
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026 Supplemental Info All data and visuals for this document are available for download.
Image Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf) April 9, 2026 Supplemental Info All data and visuals for this document are available for download.
Image Perspective Trends in the Expenses and Fees of Funds, 2025 (pdf) March 24, 2026 Supplemental Info All data and visuals for this document are available for download.
Perspective Supplemental Tables: Trends in the Expenses and Fees of Funds, 2025 (xlsx) March 25, 2026
Image Perspective Ongoing Charges for UCITS in the European Union, 2024 December 16, 2025 Supplemental Info All data and visuals for this document are available for download.
Perspective Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2024 (xlsx) December 16, 2025
Perspective Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx) November 11, 2025
Perspective Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx) November 11, 2025
